Google Analytics

Saturday, March 4

4th Mar: Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week’s ‘Weekly Support’ is here.

Follow ‘MoreLiver’ on Twitter

Weekly ScoreboardBetween The Hedges

Succinct summation of week’s eventsThe Big Picture

Weekly Market ReviewZH
Stocks Shrug Off Dismal Data, Hawkish Fed; 'Animal Spirits' Soar To Record High

­­­[video] Bloomberg’s What'd You Miss BB

S&P 500 Snapshot: Another record high this week dshort

Treasury Yields: A Long-Term Perspectivedshort
The S&P 500, Dow and Nasdaq Since Their 2000 Highsdshort

Summary of valuation indicators: market remains overvalueddshort

U.S. Weekly FundFlows Insight Report Lipper Alpha Insight
Investors Inject $3.8 Billion into Funds for the Week

Earnings Insight March 2Factset


US Schedule for WeekBill McBride

Wall St Week AheadReuters
Investors bet Trump-fueled tech rally far from over

Weighing the Week Ahead Jeff Miller
The economic calendar is light until the Friday employment report. Most of the punditry are still digesting the more aggressive talk in the recent speeches from Fed participants. With many observers expecting a correction and looking for a catalyst, pundits will be asking: Will a more aggressive Fed derail the rally in stocks?

EU Week AheadWSJ
EU Summit, Foreign Affairs, Copyright

EcoWeekBNP Paribas
US: Trump has repeated his campaign promises, but with no more detail. The prospect of a fiscal stimulus looks further off. * France: Some growth, but little progress on structural imbalances * Mexico: Factoring in the T factor

Week AheadNordea
Slow core inflation implies that we do not expect any changes from the ECB meeting on Thursday. China will set the growth target for 2017, and the US job report will take us towards the next Fed meeting.

Weekly Focus Danske Bank
Thu: ECB meeting and reactions to higher inflation Fri: US jobs report to give clues on the March hike

Strategy Danske Bank
Reflation, Trump and European populism remain the dominant drivers of markets * The USD and US yields should head higher near term * German yields have bottomed and should rise in coming months * We remain bullish US equities as Trump’s policy agenda is growth supportive despite all the noise.

Week AheadHandelsbanken

Global Week AheadScotiabank
Canada: Bank of Canada-watcher’s wish list * US: Jobs probably won’t matter * Europe: Is Draghi convinced? Back to balanced risk? LatAm: Inflation divergence * Asia: Chinese fables

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
Credit and equities say yes to a rate hike

Macro Weekly ABN AMRO
People must understand Trump sees the economy as a zero-sum game * Strong sentiment and risky assets as much driven by profits and other fundamentals as by Trump * Trump policies likely to push up corporate profits further in the medium term * Macro indicators confirming recent trends * Headline inflation up, core inflation stable in the eurozone and in the US * We now expect a Fed hike on 15 March

Speculative PositioningMarc Chandler
Speculators Still Skeptical of the Dollar into the End of February

FX OutlookMarc Chandler
Dramatic Shift in Fed Expectations Spurs Dollar Gains, but Now What?

Macro CommentMarc Chandler

Four Sets of Questions and Tentative Answers for the Week Ahead

Aurelija Augulyte’s Weekly FX: Peak reflation Nordea

Reflation has been a source of optimism since last autumn. About time to fade? The ECB first hike priced too far to hold? The USD down after Fed March hike fully priced in...